Braezen Subick, Certified Wealth Planning Advisor
How to take the A place to think Survey
Care to Know Planning
About Braezen
Braezen Subick
email: braezen.subick@northeastprivate.com
tel: (201) 563-9289
web: https://www.northeastprivate.com/
With over 12 years of experience in the financial services industry, Braezen is a trusted Financial Advisor at Northeast Private Client Group, specializing in delivering customized financial strategies for individuals, families, and business owners. He holds advanced certifications, including Certified Financial Planner™ (CFP®), Certified Exit Planning Advisor (CEPA®), Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA™), and Accredited Asset Management Specialist™ (AAMS®), which enable him to provide expert guidance across a wide range of financial planning areas.
Braezen is deeply committed to understanding each client’s unique financial situation. By carefully listening and asking the right questions, he tailors strategies that align with their specific goals-whether it’s preparing for retirement, saving for a child’s education, or securing the financial future of loved ones. His holistic approach includes collaborating with a trusted network of professionals, such as CPAs, estate planning attorneys, and life
insurance specialists, ensuring that every aspect of his clients’ financial lives is well coordinated and optimized.
Before joining Northeast Private Client Group, Braezen honed his expertise at M&T Bank and Edward Jones. At M&T Bank, he advised clients on a variety of banking and lending products, including mortgages, home equity lines, and investment strategies, while managing a substantial portfolio. His nearly decade-long tenure at Edward Jones further refined his focus on retirement planning, wealth management, and insurance solutions.
At Northeast Private Client Group, Braezen is part of a dedicated team that combines personalized service with cutting-edge technology, offering clients the resources they need to achieve their long-term financial goals.
Braezen holds a Bachelor of Science in Financial Economics and Business from the University of Rochester, where he built a strong foundation in financial principles and analytical techniques. Outside of his professional life, Braezen is supported by his wife, Samantha Subick, and their two sons, Jett and Bowen. Some of his other passions include golf, Cross Fit, snowboarding, and football. Braezen actively gives back to his community; he volunteers with the Pastime Club, the community’s single largest financial supporter of youth athletic programs in the Mendhams.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 200 BROADHOLLOW ROAD, SUITE 405, MELVILLE NY, 11747, 631-5895400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. NORTHEAST PRIVATE CLIENT GROUP is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number – 4279420.
